2H18 Outlook: From $300 billion to the Midterms – 10 Global Supply Chain Issues to Watch — Panjiva
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2H18 Outlook: From $300 billion to the Midterms – 10 Global Supply Chain Issues to Watch

Ags - Fruit/Veg 151 Ags - Grains/Beans 324 Ags - Meat/Dairy 274 China 3063 Cons. Discr. - Apparel 537 Cons. Discr. - Autos 1255 Cons. Discr. - Durables 585 Cons. Discr. - Retailing 525 Consumer Staples 818 Corp - Forwarders 349 Corp - Ports 922 Corp - Shipping 1042 Earnings 761 Elections 125 Energy - Bunker Fuel 91 Energy - Conventional 478 Energy - Crude Oil 319 Energy - PetChem 33 European Union 890 India 563 Iran 43 Materials - Metals/Mining 803 Mergers 220 Metals - Aluminum 275 Metals - Steel 548 Mode - Containerized 1535 Mode - Seaborne 1853 North Korea 42 Outlook 96 Sanctions 173 Tariffs 1878 Trade Deals 1020 U.S. 5418 USMCA 462 United Kingdom 393 Venezuela 70

The first half of 2018 brought significant challenges for global supply chains ranging from shifting trade policy to rising costs. The second half of the year won’t be any quieter. The most pressing issue is the emerging tariff battle between the U.S. and China which could inflict duties on at least $300 billion of trade by year end. China is also trying to close the RCEP trade deal while the U.K. struggles with Brexit terms and sanctions against North Korea, Iran and Venezuela continue. The container-lines are facing a decline in profits, while the ports may have to contend with tech...

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